See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
| Provider | Service type | Compensation |
|---|---|---|
LINCOLN NATIONAL CORPORATION6 years Service code 13 · EIN 35-1140070 1300 S CLINTON STREET · FORT WAYNE, IN 46801 | Contract Administrator | $19,278 |
STADION MONEY MANAGEMENT6 years Service code 26 · EIN 58-2099805 1061 CLIFF DAWSON RD · WATKINSVILLE, GA 30677 | Advisory (Participants) | $11,263 |
THE BENEFIT PRACTICE6 years Service code 15 · EIN 13-4144565 1055 WASHINGTON BLVD · STAMFORD, CT 06901 | Recordkeeping | $650 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $36,013 | $104,475-65.5% | $159,436-77.4% | $79,386-54.6% |
| Participation rate | 41.5% | 76.6%-35.1pp | 82.8%-41.3pp | 70.7%-29.2pp |
| Annual return | 16.16% | 67.95%-51.8pp | 263.57%-247.4pp | 116.85%-100.7pp |
| Employer contribution / active EE | $0 | $3,417-100.0% | $4,829-100.0% | $2,427-100.0% |
| Participant deferral / active EE | $4,199 | $6,467-35.1% | $7,352-42.9% | $4,046+3.8% |
| Admin fee / account holder | $193 | $711-72.9% | $10,799-98.2% | $626-69.3% |